Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.84%
3 year
7.43%
5 year
1.05%
10 year
3.82%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
15.24%
Sharpe
0.68
Sortino
1.18
Max drawdown
-32.16%
Best month
14.08%
Worst month
-22.07%
Beta vs VTIAX
1.18
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.